Financial Advice Epsom

Personalised, fast and friendly independent financial advice in Epsom

  • A FREE, no-obligation initial consultation
  • We simplify the complex world of financial products
  • Speedy and direct communication with your own personal financial advisor
  • Whole of market access including exclusive deals not available on the high street
  • On top of advising we do all of the work on your behalf
  • Over thirty five years market experience on your side
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Our Financial Advice Services in Epsom

We really like to focus on speed, efficiency and clear messages to our clients. With financial services being an already complex industry, we want to simplify this process as much as humanly possible. Below are some more specifics on the exact different services we can offer.


Mortgage Advice Epsom

Buying a house is one of the biggest financial decisions a lot of us make in our lives. Getting a place we can call our own is a huge milestone. To do this properly and make sure you are getting the best deal there's no better way than receiving whole of market, professional mortgage advice.


Pension Advice Epsom

A private pension pot to fall back on later in life is invaluable. But where do you start? How do you invest in schemes that suit your profile? Are you getting the most from your money? Help in this area is key and this is where our pension advice can be crucial.


Insurance Advice Epsom

There is nothing more important in life than making sure the things you care about are protected. Professional insurance advice means that this can be accomplished absolutely free of charge. That is right we advise on insurance with no cost to our clients.


Investment Advice Epsom

What is the best way to get the most out of your money? One of life's greatest questions. Investment advice takes away the stress and gives you knowledge as to how you can invest your money in a way that suits you the investor. Step into the investors club today with our tailored advice.


What our clients are saying about us. Read more reviews on Google.

"After 40 successful years in business the Covid shutdown was sending us under the hooves of a very large horse. I knew after my first conversation with Ashley that I had gone to the right man. Never in business history has a financial matter been so smooth and painless."

John M.

"Excellent service and without True Advice’s knowledge and expertise I would not have resolved a tricky financial situation I was in. Would 100% recommend."

Nigel P.

Finding a mortgage advisor in Epsom

We have been around for over 35 years in the financial services industry. Being based in the south east we have serviced many clients across Surrey and particularly in Epsom. Using this local knowledge and our experience we’ve built trust in the local community that stands us in good stead to look at mortgage advice that suits you.

Supporting a local family business and getting the help and guidance you require are two great reasons to use us. As you can see from our Google reviews and testimonials, we are highly valued by our clients. We can assist you by advising on anything from your first purchase to an experienced landlord buying their next buy to let property.

The benefits of using a mortgage adviser

The exact benefit of using a mortgage adviser are commonly overlooked. In terms of getting mortgage advice in Epsom it is already confirmed we are up there in terms of quality. But what exactly are we useful for?

Well, to start with, we do it all for you. This means no waiting on hold to lenders whilst you could be working, no having to fill in applications or have any correspondence with the bank really at all. Everything is done on your behalf by us and that is from a recommendation all the way through to a mortgage offer. We take care of all the admin. With our extensive experience this helps you avoid common pitfalls and gives you the peace of mind that a professional is taking care of it for you.

On top of all of that we have whole of market access. This means we can see all the best deals on the marketplace with no bias. How exactly that benefits you? Let’s take a look deeper into this below.

Whole of market mortgage advice

Whole of market means exactly what it says on the tin. If there is a lender in the UK offering lending, we can take a look at their deals and recommend them to you. We aren’t locked to a panel of specific lenders and are not tied to give rates specifically from certain banks. What this means is we can give you truly unbiased advice and find the lender that suits your financial situation down to a tee. It really is tailored mortgage advice.

Another benefit of us having whole of market access is we also get intermediary exclusive rates from some lenders as well. This means that if you were to walk into certain banks and ask for the rates that we get you would not be offered them. That is because we put a lot of business with certain banks and because of that they reward us with exclusive deals.

Our services and contacting us

You can see by now that our mortgage advice offering to Epsom is really of the highest level. The best way to get on of our mortgage advisers to work on your behalf is to simply pick up the phone and contact us directly. We can setup a free initial phone call with you and go over your needs and goals in full.

Financial Advice Epsom

Why Us

The goal of our family business has always been to provide a personable service that leaves our clients feel like they have been truly taken care of. When Tony set the business up back in the 80s that core value was what he strived to achieve.

Many years later the company is going strong and has expanded it’s family outreach to include wife Sue and son Ashley in the business as an executive PA and senior mortgage and insurance advisor respectively.

Despite the growth, those values have not changed. We provide a truly tailored service to our clients using our whole of market access to make sure you get the best package and advice possible. On top of that we really and truly believe that speed of service and consistent communication goes a long way to easing any stress or confusion that could potentially come with financial advice. We believe that putting these beliefs of ours first really results in a first class service that has seen clients come back year after year for our guidance.

Independent Financial Adviser Epsom

When you come to us you come for the complete package. We want to take care of you from day one, to the end of your process with consistent communication along the way. Contact us today to discuss your needs and see how we can service you further.

Office Hours

  • Monday to Friday
  • 8:30 am-6:00 pm
  • Saturday and Sunday
  • 8:30 am-1:00 pm
  • 24 Morton Road, East Grinstead, RH19 4AG
  • 01342 324 171

Regulatory Statements

Equity Release

Equity Release plans are not right for everyone. And it is important that you fully consider your options and receive independent financial advice before making a decision. It is also important that, if you do decide to use an equity release product, you choose one that meets your needs.

Remember that taking an equity release plan is generally a long term option. However, there are flexible plans available that may fit your varying needs and some will allow you to repay in the future without penalties.


All investments involve a degree of risk of some kind. This section describes some of the risks which could be relevant to the services we provide you. We may provide further risk information during the course of our services to you, as appropriate.

Our services relate to certain investments whose prices are dependant on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.



Buy to Let Mortgages

Some Buy to Let Mortgages are not regulated by the FCA.

True Advice Financial Services is a trading style of TA and SE Hollom Ltd which is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority : Number 460421.

Registered Office : New Leaf Distribution Limited, 165 - 167 High Street, Rayleigh, Essex, SS6 7QA.

Financial Advice East Grinstead